China and US Equity Analyst

Roger Xie

Thematic (Sector/Industry)

Online gaming and video traffic has surged as most of Chinese were confined to their homes to wait out coronavirus outbreak as February data showed. We believe the online entertainment subsector will not only benefit from "stay-at-home" policy, but enjoy multi-year expansion as people shift their entertainment choice to digital world. We prefer the industry leaders such as <a href="https://www.smartkarma.com/entities/mango-excellent-media-co-ltd" target="_blank" rel="noopener" data-smartkarma-citation="entities:24633:1">Mango Excellent Media (300413 CH)</a> and <a href="https://www.smartkarma.com/entities/perfect-world-co-ltd-china" target="_blank" rel="noopener" data-smartkarma-citation="entities:28923:1">Perfect World (002624 CH)</a>

Online gaming and video traffic has surged as most of Chinese were confined to their homes to wait out coronavirus outbreak as February data showed. We believe the online entertainment subsector will not only benefit from "stay-at-home" policy, but enjoy multi-year expansion as people shift their entertainment choice to digital world. We prefer the industry leaders such as Mango Excellent Media (300413 CH) and Perfect World (002624 CH) 

China A-Share Strategy: Online Gaming and Video Streaming Get a Boost During Coronavirus Outbreak

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Quantitative Analysis

In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and Shenzhen Connect, as analyzed by our proprietary data engine and highlight interesting trade ideas. In this insight, we go through YTD weekly inflows into the A-share market via Shanghai/Shenzhen connect, and top inflows and top three outflows. We will also cover inflows and holdings by sectors, after which we will highlight top five inflows and outflows on a relative basis for large-cap and mid-cap stocks: stocks with a market capitalization above USD 5 billion, and those between USD 1 billion and USD 5 billion. Last week, only one day's trading on A-share was available for the northbound Shanghai/Shenzhen connect. Nevertheless, we briefly highlight the inflows to <a href="https://www.smartkarma.com/entities/happigo-home-shopping-co-ltd" target="_blank" data-smartkarma-citation="entities:24633:1" rel="noopener">Happigo Home Shopping (300413 CH)</a>, <a href="https://www.smartkarma.com/entities/gree-electric-appliances-inc-of-zhuhai" target="_blank" data-smartkarma-citation="entities:7622:1" rel="noopener">Gree Electric Appliances (000651 CH)</a>, <a href="https://www.smartkarma.com/entities/beijing-oriental-yuhong-a" target="_blank" data-smartkarma-citation="entities:3060:1" rel="noopener">Beijing Oriental Yuhong A (002271 CH)</a>, <a href="https://www.smartkarma.com/entities/oppein-home-group-inc" target="_blank" data-smartkarma-citation="entities:26929:1" rel="noopener">Oppein Home Group (603833 CH)</a>, and <a href="https://www.smartkarma.com/entities/huadong-medicine-co-ltd-a" target="_blank" data-smartkarma-citation="entities:18522:1" rel="noopener">Huadong Medicine Co Ltd A (000963 CH)</a>. We also highlight outflows from <a href="https://www.smartkarma.com/entities/wuliangye-yibin-co-ltd-a" target="_blank" data-smartkarma-citation="entities:19968:1" rel="noopener">Wuliangye Yibin Co Ltd A (000858 CH)</a>, <a href="https://www.smartkarma.com/entities/kweichow-moutai-co-ltd-a" target="_blank" data-smartkarma-citation="entities:1553:1" rel="noopener">Kweichow Moutai (600519 CH)</a>, <a href="https://www.smartkarma.com/entities/han-s-laser-technology-in-a" target="_blank" data-smartkarma-citation="entities:18441:1" rel="noopener">Han'S Laser Technology In A (002008 CH)</a>, <a href="https://www.smartkarma.com/entities/china-oilfield-services-ltd" target="_blank" data-smartkarma-citation="entities:24554:1" rel="noopener">China Oilfield Services (601808 CH)</a>, and <a href="https://www.smartkarma.com/entities/shenzhen-goodix-technology-co" target="_blank" data-smartkarma-citation="entities:23623:1" rel="noopener">Shenzhen Huiding Technology (603160 CH)</a>.

In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and Shenzhen Connect, as analyzed by our proprietary data engine and highlight interesting trade ideas. In this insight, we go through YTD weekly inflows into the A-share market via Shanghai/Shenzhen connect, and top inflows and top three outflows. We will also cover inflows and holdings by sectors, after which we will highlight top five inflows and outflows on a relative basis for large-cap and mid-cap stocks: stocks with a market capitalization above USD 5 billion, and those between USD 1 billion and USD 5 billion. Last week, only one day's trading on A-share was available for the northbound Shanghai/Shenzhen connect. Nevertheless, we briefly highlight the inflows to Happigo Home Shopping (300413 CH), Gree Electric Appliances (000651 CH), Beijing Oriental Yuhong A (002271 CH), Oppein Home Group (603833 CH), and Huadong Medicine Co Ltd A (000963 CH). We also highlight outflows from Wuliangye Yibin Co Ltd A (000858 CH), Kweichow Moutai (600519 CH), Han'S Laser Technology In A (002008 CH), China Oilfield Services (601808 CH), and Shenzhen Huiding Technology (603160 CH).

Shanghai/​​Shenzhen Connect Ideas: Stalled Flows Ahead of Golden Week (2019-10-04)

China

Mango Excellent Media Co.,Ltd. offers television based services. The Company provides television shopping, online shopping, outbound shopping, and other services. Mango Excellent Media also operates new media platform operation.

Price Gauge
52-week Range	0.00 - 0.00
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Mango Excellent Media (300413 CH)

Shanghai/Shenzhen Connect Ideas: Stalled Flows Ahead of Golden Week (2019-10-04)

In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

China A-Share Strategy: Online Gaming and Video Streaming Get a Boost During Coronavirus Outbreak

Online gaming and video traffic has surged as most of Chinese were confined to their homes to wait out coronavirus outbreak as February data...

Roger Xie

Shanghai/​​Shenzhen Connect Ideas: Stalled Flows Ahead of Golden Week (2019-10-04)

In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...

Ke Yan, CFA, FRM

Shanghai/Shenzhen Connect Ideas: Stalled Flows Ahead of Golden Week (2019-10-04)